Step types
| Step | What to review |
|---|---|
| Start | Trigger signals and enrollment delay. |
| Send email | Email sender, from name, reply-to address, subject, and message body. |
| Send SMS | Phone number and message body. |
| Call | Phone number and call objective. |
| Wait | Delay before the next step. |
| End | Completion reason. |
Sender requirements
Email steps require:- A verified email domain.
- A from-address local part.
- A from name when appropriate.
- A reply-to address when replies should route somewhere specific.
- A workspace phone number that is assigned and active.
Setup warnings
Clearline warns when a sequence step is incomplete. Common warnings include:- Choose how this sequence starts.
- Complete trigger signals.
- Review enrollment delay.
- Choose a send channel.
- Choose a phone number.
- Add an email subject.
- Add an email message.
- Add an SMS message.
- Add a call objective.
Screenshot placeholder: add the sequence builder with a selected email step and setup warning.